North Point Advisor Group

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North Point Advisor Group

Financial Planning For Your Stage Of Life As a client, you will have multiple points of contact with our financial advisors and client service team.

With a foundational belief that a client’s financial planning should encompass investment, tax, and estate planning, the team at North Point Advisor Group works to provide holistic guidance in these areas. Whether you’re new to planning or have complex needs, our team systematically works with you throughout the years as you strive toward your financial goals. All here for the purpose of serving o

ur clients with the highest degree of trust and integrity. To learn more about North Point Advisor Group, please visit https://www.northpointadvisorgroup.com/

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Securities offered through LPL Financial. Member FINRA/SIPC
finra.org sipc.org

Investment advice offered though Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and North Point Advisor Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/08/2026

Many people focus on their next opportunity but overlook an important financial decision: what to do with their retirement savings.

Depending on your situation, you may be able to:
• Roll it into an IRA
• Keep it in your former employer's plan
• Move it to your new employer's plan
• Cash it out (though there may be taxes and penalties)

Each option has different benefits and tradeoffs, so it's worth taking the time to understand your choices before making a decision.

Read our latest blog to learn more: https://northpointadvisorgroup.com/2026/06/30/what-to-do-with-your-401k-when-you-leave-a-job/

07/03/2026

Happy Independence Day! 🇺🇸

Our offices are closed today, Friday, July 3rd, in observance of the Fourth of July.

Wishing everyone a safe and happy weekend as America celebrates its 250th birthday! 🎆

07/02/2026

What does "True North" really mean? It's more than a tagline to us.

Your True North is what matters most to you. It's the purpose, priorities, and goals that guide your life, and the foundation for the financial decisions you make along the way.

We're excited to share the story behind the philosophy that guides our team and the clients we serve.

Stay tuned. 📽

06/25/2026

We're working on something we've wanted to create for a long time.

Over the past few weeks, we've been capturing the people, relationships, and moments that make North Point what it is.

We're excited to share the finished story with you soon. 📽

06/23/2026

Our “True North Trail Notes” series aims to share more about the people behind North Point. This month, we’re diving in with our Head of Investment Strategy, Steve! Read about Steve's True North below, and even more in our newsletter earlier this month.

Name: Steve Hoffman
📍Starting Point: Small-town South Dakota
💼What I packed: A kayak, skis, and a good playlist of country music.
🧭My True North is: Spending time in nature, staying active, and living a healthy life.
🪵Campfire Reflection: Time in nature is where I feel most present. It's a chance to reset, stay active, and step away from the noise of everyday life.
🥾Trail Companions: My two sons, along with family and friends.
🌞Ideal Day: Kayaking or skiing, enjoying the outdoors, and ending the day at a country music festival.

“If I could do anything with my time, I'd travel more to see nature."

06/11/2026

Summer is in full swing, and so are the celebrations! ☀️

Wishing a happy birthday to our team members, Jeff, Paul, and Caden, who are celebrating in June and July!

Thank you for all that you do for our team, our clients, and our community. We hope your summer is filled with sunshine, great memories, and plenty of reasons to celebrate. 🎉

06/09/2026

We've got some exciting news!

Please join us in welcoming Ava Dettinger to North Point Advisor Group as a summer intern.

Ava is a student at the University of St. Thomas, where she is pursuing a degree in Financial Management with minors in Accounting and Law & Compliance. Outside of school, she works part-time in bridal sales and stays active through yoga and running.

Ava enjoys spending time with friends and family, cooking, trying new foods, and traveling. Earlier this year, she studied abroad in Alicante, Spain, and is actively involved in Delta Sigma Pi, a professional business fraternity at St. Thomas.

We're excited to have Ava on the team this summer and look forward to the contributions she'll make as she gains hands-on experience in the financial planning profession.

Welcome to North Point, Ava!

06/02/2026

Members of our Altoona office attended the Empty Bowls event in Eau Claire, supporting Feed My People Food Bank.

It was a very strong turnout from the community, with local artists, volunteers, and food trucks all coming together to support neighbors facing food insecurity.

Event highlights included:
• 1,000+ bowls created
• 977 meals served from 6 food trucks
• 135 volunteers

We're so appreciative of our team for showing up and being part of an event that brings the community together in such a tangible way!

05/21/2026

Our offices will be closed in honor of Memorial Day, on Monday, May 25th. We also want to remind everyone that our summer hours will begin this week, meaning both offices will close at noon on Fridays. Enjoy the long weekend!

05/19/2026

Last chance to register for our upcoming webinar: 12 Common Tax Surprises (And How to Avoid Them).

If your tax return caught you off guard this year, or you want to better understand how to plan ahead, this session is designed to help you avoid common mistakes and make more informed decisions moving forward.

📅 Tuesday, May 26
⏰ 11:30 AM
💻 Online Live Webinar

Register now: 93f0ce04-10d3-4a97-8d79-fc2cee681008@e93036e0-8110-4f5e-b1db-0d373017ae7c" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/93f0ce04-10d3-4a97-8d79-fc2cee681008@e93036e0-8110-4f5e-b1db-0d373017ae7c

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Mahtomedi, MN

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https://www.northpointadvisorgroup.com/

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